Burt Wealth Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Burt Wealth Advisors’s Portfolio SCHG Stock Details SCHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$953K	Sell	29,853 -397	-1%	-$12.1K	0.23%	47
2025 Q2	$884K	Sell	30,250 -666	-2%	-$17.6K	0.2%	48
2025 Q1	$774K	Sell	30,916 -1,993	-6%	-$54.6K	0.19%	48
2024 Q4	$917K	Sell	32,909 -1,967	-6%	-$53.8K	0.23%	43
2024 Q3	$908K	Hold	34,876	–	–	0.22%	42
2024 Q2	$879K	Sell	34,876 -5,256	-13%	-$124K	0.23%	42
2024 Q1	$930K	Sell	40,132 -232	-0.6%	-$5.13K	0.24%	40
2023 Q4	$837K	Sell	40,364 -2,436	-6%	-$47.1K	0.24%	44
2023 Q3	$778K	Hold	42,800	–	–	0.24%	39
2023 Q2	$802K	Hold	42,800	–	–	0.24%	38
2023 Q1	$697K	Hold	42,800	–	–	0.22%	41
2022 Q4	$594K	Hold	42,800	–	–	0.2%	48
2022 Q3	$597K	Hold	42,800	–	–	0.24%	36
2022 Q2	$620K	Hold	42,800	–	–	0.22%	38
2022 Q1	$801K	Hold	42,800	–	–	0.24%	34
2021 Q4	$876K	Sell	42,800 -360	-0.8%	-$7.2K	0.29%	29
2021 Q3	$799K	Hold	43,160	–	–	0.25%	33
2021 Q2	$787K	Sell	43,160 -56	-0.1%	-$969	0.28%	31
2021 Q1	$701K	Sell	43,216 -240	-0.6%	-$3.9K	0.26%	33
2020 Q4	$698K	Hold	43,456	–	–	0.24%	33
2020 Q3	$626K	Sell	43,456 -3,000	-6%	-$41.8K	0.23%	33
2020 Q2	$590K	Hold	46,456	–	–	0.24%	30
2020 Q1	$463K	Sell	46,456 -3,544	-7%	-$40.4K	0.21%	38
2019 Q4	$581K	Hold	50,000	–	–	0.23%	38
2019 Q3	$525K	Hold	50,000	–	–	0.22%	38
2019 Q2	$520K	Buy	50,000 +240	+0.5%	+$2.44K	0.23%	38
2019 Q1	$494K	Sell	49,760 -411,656	-89%	-$3.89M	0.22%	38
2018 Q4	$3.98M	Buy	+461,416	New	+$4.3M	1.88%	10
2017 Q3	–	Sell	-4,776	Closed	-$35K	–	397
2017 Q2	$35K	Buy	+4,776	New	+$37.2K	0.02%	217
2017 Q1	–	Sell	-4,744	Closed	-$33K	–	383
2016 Q4	$33K	Buy	4,744 +16	+0.3%	+$111	0.03%	198
2016 Q3	$32K	Buy	4,728 +992	+27%	+$6.81K	0.03%	185
2016 Q2	$24K	Hold	3,736	–	–	0.03%	202
2016 Q1	$24K	Hold	3,736	–	–	0.02%	228
2015 Q4	$24K	Hold	3,736	–	–	0.02%	190
2015 Q3	$23K	Buy	3,736 +1,776	+91%	+$11.8K	0.03%	172
2015 Q2	$13K	Hold	1,960	–	–	0.01%	242
2015 Q1	$13K	Hold	1,960	–	–	0.01%	219
2014 Q4	$13K	Buy	+1,960	New	+$12.3K	0.01%	213